Plaid operates a financial data network and API platform that lets businesses connect to financial institutions and build financial experiences. Its products support account and identity verification, real-time balance and transaction data, investment and liability data, income and underwriting workflows, fraud and AML risk checks, and multi-rail bank payments. It serves developers, businesses, financial institutions, platforms, lenders, banks, and consumer-facing financial-product providers.

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Skills

Account Opening Api Asset Verification Banking Consultative Selling Consumer Lending Fraud Prevention Income Verification Negotiation Pipeline Management Prospecting Qualifying Relationship Building Sales Cycle Sales Strategy Wealth Management

Candidate Availability

Hybrid · New York City · Required

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You'll focus on selling into a territory of banks and credit unions, running the full sales cycle and building strong, long-lasting relationships to help them execute on their vision. You'll bring Plaid to banks and credit unions, with a focus on banking and wealth workflows like online account opening, consumer lending, asset and income verification, and fraud prevention.

Requirements

3-5 years of quota-carrying experience in a new-revenue role and a strong track record of closing deals
Strong prospecting, qualifying, and negotiating skills with a consultative, product-centric sales approach
Experience working with sales development and deploying a vertical-focused revenue strategy; banking and wealth experience preferred
Ability to articulate complex solutions to all levels of a banking organization
Interest in financial services products and a desire to build strategic customer relationships
Excitement to work in a high-growth environment and help build processes and tools
Desire to become more technical and learn Plaid's APIs

Responsibilities

Identify potential customers and run the end-to-end sales process within the Banking and Wealth segment
Build and maintain relationships with financial institutions, from executives to product teams and developers, and serve as a subject matter expert
Partner with sales and marketing teams to define and execute the Banking and Wealth segment sales strategy
Work with the Product team, SEs, and Account Managers to identify gaps in solutions for financial institutions
Manage pipeline and accurately reflect the probability of close

Benefits

Equity
Medical insurance
Dental insurance
Vision insurance
401(k)